LEWISVILLE FINANCIAL PLANNING

One of the first questions people ask us is if they will have enough to retire. The fact is, most people struggle with this same question. You’re not alone, and we’re here to help.

Contact the Lewisville Office

Global Wealth Advisors team of financial advisors.

FINANCIAL PLANNING SIMPLIFIED

The experienced team in our Lewisville headquarters has the resources and flexibility to provide you with a custom-tailored personal financial planning solution for today, tomorrow, and generations to come. You’ll experience the difference with our proprietary 3P Approach©, a process that ensures we create a financial plan that reflects your goals and that grows with you as your financial life evolves.

MEET THE TEAM OF PROFESSIONALS

The Lewisville office houses some of the brightest minds in wealth management. We have specialists in retirement and tax reduction planning, investment management, insurance and risk mitigation, estate planning and philanthropy, and business planning including debt and cash flow analysis and succession. While there are virtually unlimited financial planning options available, our team of professionals helps you put the various pieces of your financial life together so you can live more and worry less.

Kris Maksimovich

AIF®, CRPC®, CPFA®, CRC®

President -

Lewisville Headquarters

Kamryn Markus

Associate Wealth Advisor -

Lewisville Headquarters

Tiffany Chen

Chief Operations Officer -

Lewisville Headquarters

Pamela Engstrom

Chief Communications Officer -

Lewisville Headquarters

Keith Sprauer

MBA, MS

Chief Investment Officer -

Lewisville Headquarters

VISIT OUR CONVENIENT LOCATION SERVING LEWISVILLE AND THE DALLAS FORT WORTH METROPLEX

4400 State Hwy 121,
Suite 200,
Lewisville, TX 75056

(972) 930-1238

info@gwadvisors.net

Monday – Friday
8:30 to 5:00

Smiling family served by professional financial planning and wealth management.

MORE THAN JUST FINANCIAL PLANNING

We value giving back to the communities in which we operate. Through our GWA Gives© program, we actively engage with the community through a variety of hands-on volunteer and philanthropic activities. Many of the organizations we support were brought to us by our staff members. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog articles, informational videos, and a podcast that are useful for people at any stage of their financial life.